# Edwin L. Heim Company 401(k) Plan
Source: https://planprovider.pro/companies/edwin-l-heim-company-231265924-001

> Edwin L. Heim Company's 401(k) plan: 172 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Edwin L. Heim Company

- **Sponsor EIN:** 231265924

- **Sponsor Address:** 470 FRIENDSHIP ROAD, HARRISBURG, PA, 17111

- **Plan Type:** 401(k)

- **Plan Number:** 001

- **Total Participants:** 172

- **Total Assets:** $88.2M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** Yes

- **Participant Loans:** No

- **Participant-Directed Investments:** Yes

- **ERISA Section 404(c) Fiduciary Safe Harbor:** Yes

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|172|$88.2M|$4.3M|$1.2M|

| 2023|160|$82.5M|$3.5M|$1.1M|

| 2022|154|$73.0M|$2.9M|$908,114|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| FULTON FINANCIAL ADVISORS|Other Service Provider|$123,512|$10,886|$134,398|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $134,398

- **Estimated Expense Ratio:** 0.152% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$125,052|—|—|—|—|

| 2023|$127,707|—|—|—|—|

| 2022|$105,062|—|—|—|$105,062|

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